Avantax Planning Partners, Inc. Ishares S&P Midcap 400 Value E Transaction History

Avantax Planning Partners, Inc.

  • $2.76 Billion
  • Q4 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 4,819 shares of IJJ stock, worth $583,050. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,819
Previous 4,026 19.7%
Holding current value
$583,050
Previous $497,000 21.13%
% of portfolio
0.02%
Previous 0.02%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$121.89 - $135.52 $96,658 - $107,467
793 Added 19.7%
4,819 $602,000
Q3 2024

Nov 13, 2024
SELL
$111.9 - $124.28 $252,334 - $280,251
-2,255 Reduced 35.9%
4,026 $497,000
Q2 2024

Aug 09, 2024
SELL
$109.44 - $118.4 $51,655 - $55,884
-472 Reduced 6.99%
6,281 $712,000
Q1 2024

May 02, 2024
SELL
$109.27 - $118.29 $157,676 - $170,692
-1,443 Reduced 17.61%
6,753 $798,000
Q4 2023

Feb 09, 2024
SELL
$93.05 - $115.17 $34,428 - $42,612
-370 Reduced 4.32%
8,196 $934,000
Q3 2023

Nov 03, 2023
BUY
$99.46 - $111.92 $1,292 - $1,454
13 Added 0.15%
8,566 $864,000
Q2 2023

Jul 17, 2023
BUY
$97.74 - $107.13 $12,608 - $13,819
129 Added 1.53%
8,553 $916,000
Q1 2023

Apr 20, 2023
BUY
$97.23 - $116.09 $102,772 - $122,707
1,057 Added 14.35%
8,424 $865,000
Q4 2022

Feb 09, 2023
BUY
$91.7 - $106.74 $91 - $106
1 Added 0.01%
7,367 $742,000
Q3 2022

Oct 14, 2022
SELL
$90.0 - $107.68 $69,300 - $82,913
-770 Reduced 9.46%
7,366 $663,000
Q2 2022

Jul 18, 2022
SELL
$91.51 - $110.2 $36,878 - $44,410
-403 Reduced 4.72%
8,136 $768,000
Q1 2022

May 09, 2022
SELL
$102.52 - $112.86 $106,620 - $117,374
-1,040 Reduced 10.86%
8,539 $936,000
Q4 2021

Jan 28, 2022
BUY
$103.36 - $113.35 $247,030 - $270,906
2,390 Added 33.25%
9,579 $1.06 Million
Q3 2021

Oct 27, 2021
SELL
$99.84 - $108.44 $29,352 - $31,881
-294 Reduced 3.93%
7,189 $741,000
Q2 2021

Aug 10, 2021
SELL
$102.45 - $110.12 $41,594 - $44,708
-406 Reduced 5.15%
7,483 $788,000
Q1 2021

May 06, 2021
SELL
$84.81 - $105.35 $150,707 - $187,206
-1,777 Reduced 18.38%
7,889 $804,000
Q4 2020

Feb 04, 2021
BUY
$68.27 - $86.35 $193,545 - $244,802
2,835 Added 41.5%
9,666 $834,000
Q3 2020

Oct 28, 2020
SELL
$63.93 - $72.86 $15,407 - $17,559
-241 Reduced 3.41%
6,831 $921,000
Q2 2020

Jul 15, 2020
SELL
$50.55 - $75.5 $65,512 - $97,848
-1,296 Reduced 15.49%
7,072 $940,000
Q1 2020

Apr 27, 2020
BUY
$46.62 - $86.52 $24,428 - $45,336
524 Added 6.68%
8,368 $918,000
Q4 2019

Jan 15, 2020
SELL
$76.36 - $85.59 $839 - $941
-11 Reduced 0.14%
7,844 $1.34 Million
Q3 2019

Nov 08, 2019
SELL
$79.13 - $81.47 $28,565 - $29,410
-361 Reduced 4.39%
7,855 $1.26 Million
Q2 2019

Aug 07, 2019
BUY
N/A
34 Added 0.42%
8,216 $1.31 Million
Q1 2019

May 08, 2019
SELL
N/A
-353 Reduced 4.14%
8,182 $1.28 Million
Q4 2018

Feb 14, 2019
BUY
N/A
467 Added 5.79%
8,535 $1.18 Million
Q3 2018

Nov 13, 2018
BUY
N/A
1 Added 0.01%
8,068 $1.35 Million
Q2 2018

Aug 13, 2018
BUY
N/A
51 Added 0.64%
8,067 $1.31 Million
Q1 2018

May 15, 2018
SELL
N/A
-862 Reduced 9.71%
8,016 $1.24 Million
Q4 2017

Feb 09, 2018
SELL
N/A
-7,192 Reduced 44.75%
8,878 $1.42 Million
Q3 2017

Oct 19, 2017
BUY
N/A
16,070
16,070 $2.45 Million

Others Institutions Holding IJJ

# of Institutions
890
Shares Held
43M
Call Options Held
1.8K
Put Options Held
0
View Full List

About ISHARES S&P MIDCAP 400 VALUE E

IJJ Quotes by TradingView
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